Private Wealth Management Group, LLC
PRINCETON NJ · SEC CIK 0002011342
$4.31亿2026Q2 申报市值
1,455持仓数
57.0%前十大占比 · 第一大 9.6%
86 / 72新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QQQ 加仓+$366.24万
VTI 加仓+$195.43万
DFSU 新建仓+$188.77万
DFAU 加仓+$186.29万
XLI 新建仓+$146.13万
2026Q2 卖出最多 按季末市值估算
AVUV 减仓-$84.32万
NULV 减仓-$68.88万
DIMENSIONAL ETF 减仓-$61.82万
MDYV 减仓-$60.97万
ESGD 减仓-$60.18万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,124.78万 | 9.57% | 929,843 | -3,304 | -0.4% | -$14.66万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,662.42万 | 8.50% | 708,536 | 36,039 | 5.4% | $186.29万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,406.70万 | 7.90% | 635,640 | 16,339 | 2.6% | $87.57万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,435.83万 | 5.65% | 412,992 | 13,026 | 3.3% | $76.83万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,237.46万 | 5.19% | 550,557 | -10,852 | -1.9% | -$44.10万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,151.80万 | 4.99% | 577,510 | -3,274 | -0.6% | -$12.20万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,907.83万 | 4.43% | 462,505 | 22,591 | 5.1% | $93.19万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,792.23万 | 4.16% | 618,649 | 10,483 | 1.7% | $30.37万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,433.93万 | 3.33% | 139,149 | -4,239 | -3.0% | -$43.68万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,424.23万 | 3.30% | 114,158 | -6,759 | -5.6% | -$84.32万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,412.15万 | 3.28% | 172,340 | -3,141 | -1.8% | -$25.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,248.89万 | 2.90% | 321,963 | -15,936 | -4.7% | -$61.82万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $1,047.98万 | 2.43% | 110,488 | -6,428 | -5.5% | -$60.97万 | 减仓 |
| AAPL | APPLE INC | $938.17万 | 2.18% | 32,422 | 1,062 | 3.4% | $30.73万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $894.92万 | 2.08% | 223,006 | -6,068 | -2.6% | -$24.35万 | 减仓 |
| MUB | ISHARES TR | $705.96万 | 1.64% | 65,597 | -1,183 | -1.8% | -$12.73万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $650.33万 | 1.51% | 55,741 | 200 | 0.4% | $2.33万 | 加仓 |
| SUB | ISHARES TR | $524.10万 | 1.22% | 49,225 | 652 | 1.3% | $6.94万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $508.81万 | 1.18% | 100,446 | 2,296 | 2.3% | $11.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $484.94万 | 1.13% | 69,376 | -2,393 | -3.3% | -$16.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $408.29万 | 0.95% | 5,544 | 4,973 | 870.9% | $366.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $374.53万 | 0.87% | 10,121 | 5,281 | 109.1% | $195.43万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $337.81万 | 0.78% | 67,252 | 187 | 0.3% | $9,393 | 加仓 |
| IGIB | ISHARES TR | $270.16万 | 0.63% | 50,810 | -461 | -0.9% | -$2.45万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $269.25万 | 0.62% | 37,789 | -1,193 | -3.1% | -$8.50万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $266.74万 | 0.62% | 20,826 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $257.96万 | 0.60% | 12,892 | 6,485 | 101.2% | $129.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $254.53万 | 0.59% | 10,022 | -634 | -5.9% | -$16.10万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $247.71万 | 0.57% | 25,672 | -345 | -1.3% | -$3.33万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $227.39万 | 0.53% | 25,492 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $212.25万 | 0.49% | 5,690 | 2,186 | 62.4% | $81.54万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $188.77万 | 0.44% | 40,482 | 40,482 | — | $188.77万 | 新建仓 |
| IVE | ISHARES TR | $162.67万 | 0.38% | 7,164 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $156.85万 | 0.36% | 4,389 | 1,849 | 72.8% | $66.08万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $146.13万 | 0.34% | 7,889 | 7,889 | — | $146.13万 | 新建仓 |
| — | PRINCETON BANCORP INC | $143.23万 | 0.33% | 37,741 | -1,300 | -3.3% | -$4.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $140.41万 | 0.33% | 2,806 | 289 | 11.5% | $14.46万 | 加仓 |
| ESGD | ISHARES TR | $134.92万 | 0.31% | 13,123 | -5,854 | -30.8% | -$60.18万 | 减仓 |
| IVW | ISHARES TR | $131.86万 | 0.31% | 9,588 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $129.42万 | 0.30% | 55,901 | 3,760 | 7.2% | $8.70万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $116.19万 | 0.27% | 10,649 | -227 | -2.1% | -$2.48万 | 减仓 |
| IJH | ISHARES TR | $112.85万 | 0.26% | 14,635 | -500 | -3.3% | -$3.86万 | 减仓 |
| SLQD | ISHARES TR | $111.95万 | 0.26% | 22,225 | 1,267 | 6.0% | $6.38万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $103.47万 | 0.24% | 14,095 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $102.15万 | 0.24% | 4,286 | 1,379 | 47.4% | $32.87万 | 加仓 |
| EFA | ISHARES TR | $100.92万 | 0.23% | 9,715 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $100.88万 | 0.23% | 21,250 | -5,946 | -21.9% | -$28.23万 | 减仓 |
| STIP | ISHARES TR | $91.27万 | 0.21% | 8,934 | 30 | 0.3% | $3,065 | 加仓 |
| AMAT | APPLIED MATLS INC | $89.22万 | 0.21% | 1,234 | 703 | 132.4% | $50.83万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.46万 | 0.20% | 1,131 | 230 | 25.5% | $17.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $78.79万 | 0.18% | 2,407 | 200 | 9.1% | $6.55万 | 加仓 |
| NULV | NUSHARES ETF TR | $75.95万 | 0.18% | 15,193 | -13,778 | -47.6% | -$68.88万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.27万 | 0.16% | 11,772 | -654 | -5.3% | -$3.90万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.32万 | 0.16% | 1,176 | 975 | 485.1% | $56.64万 | 加仓 |
| ESGE | ISHARES INC | $59.62万 | 0.14% | 10,902 | -6,454 | -37.2% | -$35.30万 | 减仓 |
| AVGO | BROADCOM INC | $58.70万 | 0.14% | 1,554 | -1 | -0.1% | -$378 | 减仓 |
| META | META PLATFORMS INC | $58.66万 | 0.14% | 1,041 | 283 | 37.3% | $15.95万 | 加仓 |
| GLW | CORNING INC | $58.47万 | 0.14% | 2,289 | 1,407 | 159.5% | $35.94万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $56.83万 | 0.13% | 10,771 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $56.53万 | 0.13% | 4,135 | 478 | 13.1% | $6.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.11万 | 0.13% | 3,758 | 237 | 6.7% | $3.48万 | 加仓 |
| SUSB | ISHARES TR | $53.90万 | 0.13% | 21,570 | 1,576 | 7.9% | $3.94万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.59万 | 0.12% | 1,870 | 595 | 46.7% | $16.73万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $51.40万 | 0.12% | 45,151 | 4,119 | 10.0% | $4.69万 | 加仓 |
| IJR | ISHARES TR | $49.88万 | 0.12% | 3,363 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $49.02万 | 0.11% | 3,948 | -140 | -3.4% | -$1.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $49.01万 | 0.11% | 714 | -72 | -9.2% | -$4.94万 | 减仓 |
| CAT | CATERPILLAR INC | $47.71万 | 0.11% | 448 | 251 | 127.4% | $26.73万 | 加仓 |
| GOOG | ALPHABET INC | $47.10万 | 0.11% | 1,333 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $45.69万 | 0.11% | 9,496 | -80 | -0.8% | -$3,850 | 减仓 |
| XPO | XPO INC | $42.02万 | 0.10% | 2,047 | 1,991 | 3,555.4% | $40.87万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $40.92万 | 0.09% | 8,449 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $39.47万 | 0.09% | 3,372 | -2,850 | -45.8% | -$33.36万 | 减仓 |
| HD | HOME DEPOT INC | $38.59万 | 0.09% | 1,094 | -101 | -8.5% | -$3.56万 | 减仓 |
| GEV | GE VERNOVA INC | $35.25万 | 0.08% | 300 | 195 | 185.7% | $22.91万 | 加仓 |
| BAC | BANK OF AMER CORP | $35.21万 | 0.08% | 6,179 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $34.32万 | 0.08% | 5,017 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $33.64万 | 0.08% | 900 | 550 | 157.1% | $20.56万 | 加仓 |
| CSCO | CISCO SYS INC | $32.64万 | 0.08% | 2,779 | 1,212 | 77.3% | $14.24万 | 加仓 |
| MRK | MERCK & CO INC | $32.01万 | 0.07% | 2,491 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $30.47万 | 0.07% | 888 | 457 | 106.0% | $15.68万 | 加仓 |
| SUSA | ISHARES TR | $30.35万 | 0.07% | 1,967 | -50 | -2.5% | -$7,715 | 减仓 |
| REET | ISHARES TR | $30.23万 | 0.07% | 10,944 | -2,356 | -17.7% | -$6.51万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.23万 | 0.07% | 1,387 | 0 | 0.0% | — | 不变 |
| NUMV | NUSHARES ETF TR | $30.00万 | 0.07% | 6,897 | -3,830 | -35.7% | -$16.66万 | 减仓 |
| LLY | ELI LILLY & CO | $29.75万 | 0.07% | 248 | 59 | 31.2% | $7.08万 | 加仓 |
| ABBV | ABBVIE INC | $29.45万 | 0.07% | 1,170 | -149 | -11.3% | -$3.75万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $28.99万 | 0.07% | 3,366 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $28.84万 | 0.07% | 1,520 | 900 | 145.2% | $17.08万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.22万 | 0.07% | 279 | -29 | -9.4% | -$2.93万 | 减仓 |
| IWV | ISHARES TR | $27.50万 | 0.06% | 645 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.48万 | 0.06% | 1,227 | 91 | 8.0% | $2.04万 | 加仓 |
| EWY | ISHARES INC | $26.65万 | 0.06% | 1,320 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $25.48万 | 0.06% | 1,177 | 422 | 55.9% | $9.13万 | 加仓 |
| WMT | WALMART INC | $25.20万 | 0.06% | 2,225 | 1,145 | 106.0% | $12.97万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $24.80万 | 0.06% | 2,503 | 897 | 55.9% | $8.89万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $23.53万 | 0.05% | 6,490 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $23.48万 | 0.05% | 1,965 | -3 | -0.2% | -$359 | 减仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $23.26万 | 0.05% | 25,260 | 24,840 | 5,914.3% | $22.88万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $23.05万 | 0.05% | 6,890 | -31 | -0.4% | -$1,037 | 减仓 |